IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,846
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$17.2M
3
+$13.5M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.94M

Top Sells

1
+$18.7M
2
+$15.9M
3
+$10.5M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.73M
5
BBWI icon
Bath & Body Works
BBWI
+$6.24M

Sector Composition

1 Technology 3.91%
2 Financials 2.22%
3 Consumer Discretionary 2.04%
4 Healthcare 1.72%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$79K ﹤0.01%
1,819
1277
$79K ﹤0.01%
1,404
+903
1278
$79K ﹤0.01%
1,293
1279
$79K ﹤0.01%
723
-60
1280
$78K ﹤0.01%
1,990
1281
$78K ﹤0.01%
2,616
+152
1282
$78K ﹤0.01%
2,511
-2,512
1283
$78K ﹤0.01%
878
+640
1284
$78K ﹤0.01%
1,865
-57
1285
$78K ﹤0.01%
1,725
+795
1286
$77K ﹤0.01%
246
+161
1287
$77K ﹤0.01%
+1,497
1288
$77K ﹤0.01%
2,070
-123,760
1289
$77K ﹤0.01%
2,311
+2,211
1290
$77K ﹤0.01%
2,103
+155
1291
$77K ﹤0.01%
370
+15
1292
$76K ﹤0.01%
1,702
-834
1293
$76K ﹤0.01%
699
-203
1294
$76K ﹤0.01%
484
+15
1295
$76K ﹤0.01%
1,980
+1,940
1296
$76K ﹤0.01%
324
-2
1297
$76K ﹤0.01%
199
+78
1298
$76K ﹤0.01%
1,003
1299
$75K ﹤0.01%
15,000
+5,000
1300
$75K ﹤0.01%
488
-34
50 51
52
53 54